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LEGACY & IN MEMORIAM FUNDRAISING

LEGACY & IN MEMORIAM FUNDRAISING

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Legacies — the basics

A quick summary of the basics of legacy fundraising

A Legacy Mailing example

A good anonymized example of an actual legacy mailing that was successful

Assets checklist

Part of your charity’s legacy fundraising ‘toolkit’. Give this document to prospective legacy donors to help them document the assets they may want to give away

A good example of a Certificate of   Membership to use alongside a legacy giving circle

Use this Certificate to recognise new members of a legacy giving circle

Example of "Our charity's story"

A key part of your legacy fundraising toolkit is Your Charity's Story. Here's how to create it.

Example of wording for legacy leaflet

A good example of wording for a legacy leaflet

Founders thank you letter

Use this thank you letter template for thanking people who join your Legacy Giving Circle

General Legacy Mailing

Use this as a basis for a general Legacy Mailing or Email

General legacy promotion letter 1

Here's another good example of a legacy promotion letter

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Guide to Types of Legacy Gift

A quick summary of the different types of legacy gift you can ask for.

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Kick-Starting Your Legacy Programme

An easy to follow plan to get your legacy fundraising programme off to a good start

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Legacy leaflet example

A good working example of a legacy leaflet

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Legacy leaflet exampIe 2

Another good working example of a legacy leaflet

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Legacy Mailing - Annual Update

Send this letter to introduce an Annual Update on the charity's work for donors

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Legacy Mailing Example 2

Here's another good example of a legacy promotion letter.

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Legacy Mailing Following Annual Report

Here's another good example of a legacy promotion letter to accompany an Annual Report/Review

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Legacy mailing-annual report

An alternative example of a legacy promotion letter to accompany an Annual Report/Review

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Legacy Officer Job Description 

If you want to recruit a legacy officer, use this job description

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Legacy Pledge Form

Invite supporters to let you know they intend to include a gift in their will.

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Letter to chair outlining responsibiIities 

If you have a Chair of a Fundraising Committee or Trustee who agrees to lead fundraising, this letter can help to clarify responsibilities.

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Make—a—Will-Leaflet copy example 

Use this template as a basis for a general Make a Will leaflet or Email

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Review—Your WiII IeafIet 

Use this as a basis for an invitation to donors to review their will Email

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Role Description - Legacy Working Group Chair

This document provides a description of the role of a Legacy Working Group Chair

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Solicitors first meeting letter

Use this letter to invite local solicitors to meet with you to discuss ways of working together

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Solicitors follow up letter

Use this letter to follow up a first meeting with local solicitors

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Thank you letter — invitation acceptance

Send this letter to thank a new member of your Legacy Giving Circle

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Thank You Letter Following No to Legacy Letter

Use this letter to politely thank a person who declines to join your Legacy Giving Circle

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Thank You Letter for Legacy Support

An alternative example of a thank you letter for joining a Legacy Giving Circle

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Will Planning Guide

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Thank you letters

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General thank you letter

Here's an all-purpose thank you letter

CONTACT

Telephone: 01989 564468

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